Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$736,679
-$20,713 QoQ
Shares Held
7,697
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,189
of 2,356 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $4,691,156 across 9 Utilities - Regulated Electric names. SO ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,201 | $784,922 | |
| 2 | SO |
Southern Co
This page
|
7,697 | $736,679 | |
| 3 | NGG |
National Grid PLC
|
7,886 | $653,512 | |
| 4 | POR |
Portland General Electric Co /Or/
|
11,579 | $600,139 | |
| 5 | FE |
Firstenergy Corp
|
10,627 | $505,207 | |
| 6 | PPL |
PPL Corp
|
12,660 | $460,191 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,781 | $441,507 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,908 | $261,033 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,679 | 7,697 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $757,392 | 7,847 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $684,432 | 7,849 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $806,359 | 8,781 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $922,442 | 10,032 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $816,779 | 9,922 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $927,230 | 10,282 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $905,086 | 11,668 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $874,582 | 12,191 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $854,552 | 12,187 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $806,087 | 12,455 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $894,985 | 12,740 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $947,818 | 13,622 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,011,237 | 14,161 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $955,196 | 14,047 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,280,085 | 17,951 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,350,426 | 18,624 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,280,388 | 18,670 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,164,664 | 18,794 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,123,610 | 18,569 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,172,897 | 18,869 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,145,239 | 18,643 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,016,679 | 18,751 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $662,331 | 12,774 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $601,657 | 11,113 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||